Workers who change jobs often leave their retirement plan accounts behind and then forget about them. However, a new federal database should make it easier for you to find your lost retirement account from a previous job. As of May 2021, more than 24.3 million 401(k) accounts worth a total of $1.35 trillion had been […]
Recover Your Lost Retirement Account Read More »
You may feel more stressed and busy around the holidays, especially if you have to fly for Christmas or Thanksgiving. These holiday travel tips may help your vacation go more smoothly, whether you’re flying within the US to see family or friends or going someplace abroad. Today, we’ll talk about some less well-known holiday travel
Holiday Travel Advice Read More »
Traveling in retirement years may be your ticket to a new level of independence. You’ll have the opportunity to explore new places and have new experiences every day. If, of course, you’re the kind of person who loves to travel. Traveling in retirement gives you the chance to discover new destinations; planning a trip specifically
How Much Will you Travel In Retirement? Read More »
The IRS has been urging taxpayers to perform a tax checkup recently. This is to hopefully help you prevent getting unexpected tax bills in the next year. The agency underlined that many taxpayers would find themselves in a situation where they owed taxes if they did not change their withholding or make anticipated payments. Using
IRS Encourages “End of Summer Tax Checkup” Read More »
For many people, retirement is the ultimate goal: the day you leave work, return home, and never have to look back. Retirement, however, is not always what is anticipated of it, and many people live to regret the decisions they made before leaving their jobs. There are a lot of things to ask yourself as
7 Retirement Mistakes You May Live To Regret Read More »
Bonds and market investments aren’t the only options out there with the potential to generate higher income right now. Annuity payouts are also higher than they’ve been for a while. More specifically, the returns on annuities are based on interest rates. Generally speaking, since rates were just at their highest level since 2001, now may
How Higher Interest Rates May Affect Annuities Read More »
A “solo ager” is a person who, upon retirement, has no family or close friends in their immediate vicinity. Growing numbers of Americans, whether single, widowed, or divorced, live alone, making solo agers more prevalent. Furthermore, many are childless or have distant adult children who live far away, leaving them to their own devices. If
Are you a “Solo Ager”? Here Are Some Things to Consider Read More »
If you retire early, you may be faced with a problem: your Social Security payment may be insufficient to cover your living expenses. Perhaps you need to support your adult children or grandchildren. Retirement can sometimes increase your cost of living. And, of course, many of your financial obligations from when you were working will
Methods of Generating Extra Income in Retirement Read More »
Whether you choose to retire before age 65 or are forced to retire due to health issues or some family circumstances, there is a question you must address. What will you do about health insurance until you become eligible for Medicare? Many Americans retire before the typical retirement age, whether by choice or need. Unfortunately,
Planning to Retire Before Age 65? Here’s What You Need to Know Read More »
It’s crucial that retirees take full advantage of every available tax break they can. This is especially true if you’re on a fixed income; you need that money to last, so every cent counts. But holding on to your money during retirement is easier said than done. It’s easy to miss valuable tax-saving opportunities (i.e.,
Tax Breaks Retirees Can Use in 2024 Read More »
“You Earn It. We Protect It.” We believe in Keeping Your Principal Protected*, Simplifying Your Strategy, and A Reasonable Rate of Return**
Messina’s Wealth Management, LLC MS Lic #1503388
Messina’s Wealth Management, LLC
LA Lic #717402
Dominick Messina
LA Ins Lic# 222159
Dominick Messina
MS Lic #7176300
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting Messina’s Wealth Management, LLC MS Lic #1503388 / Messina’s Wealth Management, LLC LA Lic #717402 / Dominick Messina LA Ins Lic# 222159 /Dominick Messina MS Lic #7176300 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
Messina’s Wealth Management offers advisory services through Fusion Capital Management, an SEC-registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Messina’s Wealth Management and Fusion Capital Management are independent of each other. Insurance products and services are not offered through FCM but are offered and sold independently by Messina’s Wealth Management MS Lic #1503388/Messina’s Wealth Management LA Lic #717402.
